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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy
Read Answer Asked by Dorothy on January 06, 2026
Q: Morning
Please rank these 3 in terms of buying opportunities and dividend. I own all 3, and want To add to 1
EIF. T. CNQ
Thank you
Read Answer Asked by Michael on January 06, 2026
Q: My CNQ is down $1400 today. Is it time to replace it with a top up of CVX and XOM? Shoiuld NXF-B also be replaced? It may not seem to be affected by the Venezuela takeover as there are no Canadian companies being held. Please take as many credits as required.
As an addendum to my previous question, NXF-B may indeed hold Canadian oil co. Thus is it a sell now due to the Venezuelan takeover? If so please suggest a replacement. Eighty year old value dividend investor. I also gol CVX and XOM. Just add to those?
Thank you
Read Answer Asked by STANLEY on January 06, 2026
Q: First, thank you for all your posted and individual guidance in 2025. It is very useful and comforting.

Fuel prices at the pump are now quite low and the Venezuela takeover has shocked the sector.

I am wondering about these 3 oil related stocks which have all dropped today. Do you see the sector going downhill and if so, what are the reasons, and whether or not a reversal of those same issues would lead to an increase in sector performance. Or is there any other new information on these stocks which could lead them to continue to slide.

Many thanks and Happy 2026 to your entire team at 5i.
Read Answer Asked by TOM on January 06, 2026
Q: As a retired investor I am looking for dividend income. Please rank the buying order you would have for the above stocks with the emphasis on rising dividends, dividend stability, and safety of dividend. My holding period is 10 years plus
Read Answer Asked by James on January 05, 2026
Q: With Venezuelan crude potentially in play as an added source of supply, does holding CNQ and ARX present even a more uncertain investment? At least maybe move the sector to underweight? Like we needed more events to cloud the investment outlook.
Read Answer Asked by Greg on January 05, 2026
Q: I own the BMO Equal Weight Canadian Oil and Gas Index ETF (ZEO) as well as some Canadian Natural Resources (CNQ), Tourmaline Oil (TOU), and Enbridge (ENB). All have done well. But oil prices are expected to fall in 2026 due to excess supply. Plus, with the US takeover of Venezuela, my understanding is that demand for Canadian oil could drop. Could you please rate each as a sell or hold? I hold ZEO in my TFSA if that make a difference. Would you swap any for a US oil company and/or a US Oil and Gas ETF? Thank you.
Read Answer Asked by Kim on January 05, 2026
Q: What impact do you think there will be to Canadian oil companies when the US starts to control Venezuelan oil and what timeline. What companies would benefit?
Read Answer Asked by George on January 05, 2026
Q: Hello Peter,
Your opinion please.

With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
Read Answer Asked by Rajiv on January 05, 2026
Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!
Read Answer Asked by Matt on January 02, 2026
Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
Read Answer Asked by Michael on December 24, 2025
Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You
Read Answer Asked by rajeev on December 08, 2025
Q: For a leveraged account could you suggest 1 or 2 additional Canadian dividend stocks to add.
With the ROC distribution on VEQT is it best to re invest in more shares of the ETF with the funds or does it need to be transferred back against the loan to keep it fully tax deductible.

Thank you!
Read Answer Asked by Kyle on December 05, 2025
Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?

Thanks
Tim
Read Answer Asked by Timothy on December 04, 2025
Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.
Read Answer Asked by Neil on November 27, 2025
Q: what are your thoughts on this company please?
Read Answer Asked by carl on November 25, 2025
Q: Hi 5i,

I've noticed a massive divergence in the price of oil and oil companies. Can I please have your analysis of this, and what are your favorite stocks in this sector for a long term position. I'm also looking for shareholder friendly, low debt play.

Thx.
Read Answer Asked by Christopher on November 24, 2025
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Read Answer Asked by Stephen R. on November 21, 2025
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